Add a manual account

What this article helps you do

Track an account before or without a platform connection.

Before you start

• An authenticated account.

Follow these steps

1. 1

   Open Accounts.

2. 2

   Choose Add account.

3. 3

   Select Manual as the data source.

4. 4

   Enter the display name, type, starting balance, drawdown model, targets, and applicable rules.

5. 5

   Save and confirm the account card shows the intended rules.

What you should see

Common mistakes

• Entering account size as trading profit.
• Using the wrong drawdown type.
• Assuming a manual account consumes a connected-account slot.